This brief by Christi Baker and Collin O'Rourke summarizes findings from a group financial coaching program piloted by the Maryland CASH Campaign in spring 2013. The program was developed as a way to deliver financial coaching services efficiently by building on the success of group-based weight-loss, social work, and other behavior-change programs. Download Brief The Maryland … Continue reading Group Financial Coaching: Summary of Interview and Survey Findings
Briefs
Bringing Financial Coaching to Scale – The Potential of Group Coaching Models
J. Michael Collins, Ryan Eisner and Collin O’Rourke explore group coaching models in this brief. Financial coaching is a diverse and growing field. It is a goals-based, client-centered approach that is seen as distinct from more established interventions such as financial education and counseling. Rather than recommending that clients take prescribed actions, coaches assist clients in defining … Continue reading Bringing Financial Coaching to Scale – The Potential of Group Coaching Models
Employer-Based Financial Education in Wisconsin – Survey Findings
In late 2012, the Wisconsin Department of Financial Institutions (DFI), on behalf of the Workplace Financial Literacy Committee of the Governor's Council on Financial Literacy, surveyed Wisconsin employers to learn more about employer-provided financial education in the State. Download Brief Key Findings 59% of respondents currently offer financial education to their employees. Large … Continue reading Employer-Based Financial Education in Wisconsin – Survey Findings
University of Wisconsin-Madison Center for Financial Security 